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Matching slides 110,387
Current window 110,011-110,040
Pages 3,680
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110,011-110,040 of 110,387

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64
The slide uses a 'CEO quote contradiction' pattern, contrasting the CEO's statement about inventory delays with visual evidence of overstocked clearance items.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
66
The slide argues that the market is not valuing the company's owned real estate, suggesting monetization as a path to shareholder value.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
71
The slide uses strong, accusatory language ('patently anti-shareholder', 'add insult to injury') to frame the Board as acting against shareholder interests.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
75
The chart uses a dual-axis combo chart (bar for compensation, line for EBIT).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
102
The chart uses a waterfall bridge to show the incremental impact of various operational and financial levers.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
103
Includes specific assumptions on sales growth, margin expansion, SG&A leverage, share repurchases, capex, and dividends.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
104
The chart shows a bridge from FY 2021 Adjusted EPS to a potential FY 2024 Adjusted EPS including a sale-leaseback impact.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
109
The slide uses a bulleted list to detail specific financial levers: sale leaseback, share repurchases, CapEx discipline, working capital optimization, and liability management.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
110
Includes a cash flow buildup and a comparison of EPS impact based on different repurchase scenarios.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
112
The chart highlights Kohl's position relative to peers, showing that even with a sale leaseback (KSS w/SLB), the leverage ratio remains well within the peer range.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
114
The slide uses a structured bulleted list to detail customer-centric strategies, capped with a highlighted callout box at the bottom.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
120
Uses visual evidence to contrast poor signage/pricing (Kohl's) with effective merchandising (Target).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
121
Includes a competitive price comparison table and a visual example of 'what it could look like' using Old Navy as a reference.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
122
The slide uses photographic evidence of in-store pricing to expose a lack of differentiation.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
123
Uses a before-after-bridge style comparison to show the pricing error.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
124
Uses visual evidence (photos with red circles and arrows) to demonstrate the discrepancy between signage and actual products.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
125
Uses a before-after framing to highlight a branding opportunity.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
126
Uses a before-after framing to highlight operational failure and potential improvement.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
129
Uses a before-after framing to highlight operational deficiencies in store merchandising.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
130
Uses a visual 'before-after' comparison to highlight a merchandising gap.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
131
Uses visual evidence (photos) to support the argument for better queue line management.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
132
The slide uses a 'before-after' style logic (implied by the 'Challenge' vs 'Opportunity' framing) to justify a strategic pivot.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
133
Uses a 'before-after' framing to suggest a strategic shift in in-store marketing.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
140
Uses a red background for the 'Myth' column and white for the 'Reality' column to visually contrast the claims.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
143
The slide uses a before-and-after narrative structure to validate the activist's influence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
144
The slide uses a Gantt chart format to map out HR, leadership, talent, compensation, communication, and investor relations initiatives.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
145
The slide uses a standard project management timeline format to track progress across multiple workstreams.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
146
The slide uses a timeline-based Gantt chart to map specific strategic initiatives against a 14-week and quarterly schedule.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
147
The slide uses a timeline-based Gantt chart to map out specific strategic initiatives over a 14-week period and subsequent quarters.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
149
The slide uses a timeline-based project management structure to outline specific tasks across weeks and quarters.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit